Evaluator Conservative Three Year Return vs. Bond Positions Weight
| EVFCX Fund | USD 9.93 0.01 0.10% |
For Evaluator Conservative profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Evaluator Conservative to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Evaluator Conservative Rms utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Evaluator Conservative's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Evaluator Conservative Rms over time as well as its relative position and ranking within its peers.
Evaluator |
Evaluator Conservative Bond Positions Weight vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Evaluator Conservative's current stock value. Our valuation model uses many indicators to compare Evaluator Conservative value to that of its competitors to determine the firm's financial worth. Evaluator Conservative Rms is one of the top funds in three year return among similar funds. It also is one of the top funds in bond positions weight among similar funds creating about 20.40 of Bond Positions Weight per Three Year Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Evaluator Conservative's earnings, one of the primary drivers of an investment's value.Evaluator Bond Positions Weight vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Evaluator Conservative |
| = | 0.92 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Evaluator Conservative |
| = | 18.75 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Evaluator Conservative Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Evaluator Conservative, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Evaluator Conservative will eventually generate negative long term returns. The profitability progress is the general direction of Evaluator Conservative's change in net profit over the period of time. It can combine multiple indicators of Evaluator Conservative, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund normally invests in the securities of other unaffiliated investment companies, including open-end funds, ETFs and closed-end funds. It will generally allocate 70-85 percent of its assets into a variety of underlying funds that focus on investments in fixed income securities that possess varying qualities of credit and duration. The remaining 15-30 percent of its assets will generally be allocated to underlying funds that invest in equity securities that have the potential of providing dividends and growth on an annual basis.
Evaluator Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Evaluator Conservative. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Evaluator Conservative position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Evaluator Conservative's important profitability drivers and their relationship over time.
Use Evaluator Conservative in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Evaluator Conservative position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Evaluator Conservative will appreciate offsetting losses from the drop in the long position's value.Evaluator Conservative Pair Trading
Evaluator Conservative Rms Pair Trading Analysis
The ability to find closely correlated positions to Evaluator Conservative could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Evaluator Conservative when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Evaluator Conservative - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Evaluator Conservative Rms to buy it.
The correlation of Evaluator Conservative is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Evaluator Conservative moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Evaluator Conservative moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Evaluator Conservative can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Evaluator Conservative position
In addition to having Evaluator Conservative in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Realty Funds Thematic Idea Now
Realty Funds
Funds or Etfs investing in real estate backed instruments or issues backed by different types of commercial properties. The Realty Funds theme has 47 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Realty Funds Theme or any other thematic opportunities.
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Other Information on Investing in Evaluator Mutual Fund
To fully project Evaluator Conservative's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Evaluator Conservative at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Evaluator Conservative's income statement, its balance sheet, and the statement of cash flows.
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